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TFO Wealth Partners’s DaVita DVA Stock Holding History

TFO Wealth Partners’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3
Closed -$314 – 838
2023
Q4 		$314 Hold
3
– – ﹤0.01% 504
2023
Q3 		$301 Buy
+3
New +$301 ﹤0.01% 654